Ian James Maldonado

Ian James Maldonado is an Associate at Lenox Advisors, where he has been a valued team member since 2022.
 
Through close collaboration with the firm’s most experienced partners, Ian has cultivated deep technical expertise in wealth management and insurance planning. Today, he plays an integral role in guiding both his individual clients and corporate executives through all facets of comprehensive financial and estate planning, with a particular emphasis on optimizing investment portfolios.

Ian earned his bachelor’s degree in economics from Trinity College in Hartford, Connecticut, where he proudly competed in the NESCAC as a member of the varsity baseball team.

Outside the office, Ian loves to golf, travel, and spend time with family—at the beach, in the mountains skiing, or at The Stadium rooting for the Yankees.

He holds FINRA Series 7 and 66 registrations.